DFEN vs DGRO

ADFEN

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$28,738DFEN · DGRO $16,835

Lowest cost0.06%SCHD · $6 on $10k

Most income12.34%DFEN · $1,234 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common2.5%DFEN and DGRO

DFEN

DGRO

Direxion Daily Aerospace & Defense Bull 3X Shares · $254MiShares Core Dividend Growth ETF · $44.7B

+51.0%3 years · per year$34,403 · $17,593+20.7%

+23.5%5 years · per year$28,738 · $16,835+11.0%

0.96%Expense ratio$96 · $8 on $10k · lower wins0.08%

12.34%12-mo yield$1,234 · $187 on $10k1.87%

−55.5%Worst dropSmaller wins−6.5%

71.7%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFEN · DGRO

3.6%RTX0.8%

1.1%LMT0.6%

1.0%GD0.3%

1.0%NOC0.3%

Held in common2.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ADFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk	0.96%	12.34%	+4.0%	−28.6%	−25.7%	+51.0%	+23.5%	−55.5%	$254M
2	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk	0.96%	12.34%	+4.0%	−28.6%	−25.7%	+51.0%	+23.5%	−55.5%	$254M
2	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFEN vs DGRO

DFEN

Direxion Daily Aerospace & Defense Bull 3X Shares

$28,738

DGRO

iShares Core Dividend Growth

$16,835

MeasureDFENDGRO

Fee0.96%0.08%

Cost on $10k a year$96$8

Yield12.34%1.87%

5 years, per year+23.5%+11.0%

3 years, per year+51.0%+20.7%

Worst drop · 1Y−55.5%−6.5%

Volatility · 1Y71.7%10.2%

3–3measures won
level

2.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFEN, DGRO, SCHD

Today

21.3%most shared, DGRO and SCHD

DFENDGROSCHD

DFEN—2.5%1.1%

DGRO2.5%—21.3%

SCHD1.1%21.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,138most kept, DFEN

DFEN$1,234 − $96 = $1,138

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee